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156 results found

1. Email attachments - show the full file name

   7 votes

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   0 comments  ·  Redtail Email » Feature Request  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Mar 19, 2021

2. Calendar Integration with Calendly

   50 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

3. Name in "Referred By" window be hyper-linked to Contact's Record

   45 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

4. Remove client anniversary reminder if client is terminated

   26 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

5. Please give us a way to modify the order of options on the left menu bar.

   22 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

6. Please give us more recurring scheduling options

   19 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

7. Redtail Support Chat

   37 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

8. When one activity is added it can trigger another activity to be created

   20 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

9. send calendar to clients to book appointments

   54 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 16, 2021

10. MEMBERSHIP

    13 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 16, 2021

11. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 16, 2021

12. Divorced Couples with Children

    32 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 11, 2021

13. Link a Contact to a note after it has been Created

    34 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 11, 2021

14. Activity notes in mobile app

    37 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 11, 2021

15. Family Tree Mapping

    57 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 11, 2021

16. From app add more than 1 contact to a note

    19 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 11, 2021

17. checkbox

    15 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 29, 2021

18. email reporting

    238 votes

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    10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  ·  Aug 7, 2014

19. Display database name in header/quicker switch

    12 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 29, 2021

20. Notify User

    28 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 27, 2021